Clone a Contractor Employee

You can create a contractor employee based on an existing one by cloning the desired template, then editing the new template to make it unique.

PREREQUISITES:

  • The Contractor security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a country code, state, and zip code set up. See Country Setup for more information.
  1. From the home page, click Permitting and click Contractor Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select a contractor on the Contractor panel.
  1. On the Employees panel, select the employee you want to clone and click Clone selected records.

  1. In the New Employee section, edit any desired information.
  2. Click Add.